Cynthia Gustafson is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Iron Mountain, MI, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
233 S Stephenson Ave, Iron Mountain, MI, 49801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cynthia works as a trust and investment administrator for First National Trust & Investment Management, Inc. since 2017, handling clerical, marketing, and relationship management duties. She also operates under the DBA First National Wealth Management for her LPL business, dedicating full-time hours to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations13 states
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